Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,062 | $85,171-48.3% | $172,752-74.5% | $72,975-39.6% |
| Participation rate | 45.0% | 70.1%-25.1pp | 82.6%-37.6pp | 69.5%-24.5pp |
| Annual return | 20.43% | 27.32%-6.9pp | 802.97%-782.5pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,568 | $3,260+9.4% | $5,198-31.4% | $3,608-1.1% |
| Admin fee / account holder | $1,743 | $5,880-70.4% | $13,955-87.5% | $5,124-66.0% |